Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Marquez is a registered investment advisor representative with Titleist Asset Management, LLC. Marc has over 20 years of experience in the financial services industry. Marc has previously worked at Ameriprise Financial Services, Inc. and J.P. Morgan Securities Inc. Marc is also a licensed insurance agent. Marc specializes in working with individuals and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
08/15/2023 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
TX
03/13/2013 - 11/18/2022
AMERIPRISE FINANCIAL SERVICES, LLC (WEBSTER TX)
TX
10/20/2006 - 01/04/2013
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
03/17/2005 - 09/01/2006
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
IL
03/19/2002 - 03/24/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
11/09/2000 - 03/01/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/09/2000 - 03/01/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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